Anic Equity¶
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Total return since start: 0.627 %¶
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Equity now: -----------------------------> 49713.67 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43665.5 Kr¶
PnL: ---------------------------------------> -1210.08 Kr¶
DD now: ---------------------------------> -6.413 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 10:40:02.537356'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.030000 | 1515.100000 | 92.100000 | 6.470000 | 1423.000014 |
| Nederman Holding | 1 | -2.840000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.000000 | 915.840000 | 3.840000 | 0.420000 | 912.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Eastnine | 6 | 0.370000 | 658.800000 | 1.800000 | 0.270000 | 657.000000 |
| JM | 7 | 0.450000 | 944.300000 | -5.700000 | -0.600000 | 950.000002 |
| ASSA ABLOY B | 4 | -0.160000 | 987.200000 | -5.800000 | -0.580000 | 993.000000 |
| Atrium Ljungberg B | 5 | 0.110000 | 895.000000 | -9.000000 | -1.000000 | 904.000000 |
| OX2 | 12 | -0.790000 | 899.400000 | -9.600000 | -1.060000 | 909.000000 |
| Biotage | 1 | -3.660000 | 136.800000 | -12.200000 | -8.190000 | 149.000000 |
| Vitrolife | 3 | 0.820000 | 662.400000 | -14.600000 | -2.160000 | 677.000001 |
| Gränges | 10 | 0.490000 | 1023.000000 | -16.000000 | -1.540000 | 1039.000000 |
| Bufab | 3 | 0.000000 | 1059.600000 | -16.400000 | -1.520000 | 1076.000001 |
| AcadeMedia | 20 | -0.950000 | 960.800000 | -17.200000 | -1.760000 | 978.000000 |
| Vitec Software Group B | 2 | -1.810000 | 1085.000000 | -19.000000 | -1.720000 | 1104.000000 |
| BioGaia B | 8 | 0.550000 | 884.800000 | -19.200000 | -2.120000 | 904.000000 |
| SKF B | 5 | 1.240000 | 960.250000 | -19.750000 | -2.020000 | 980.000000 |
| Latour B | 4 | -1.460000 | 835.600000 | -20.400000 | -2.380000 | 856.000000 |
| Investor B | 3 | -0.260000 | 636.000000 | -22.000000 | -3.340000 | 657.999999 |
| INVISIO | 15 | -0.210000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Sandvik | 4 | 0.390000 | 821.600000 | -26.400000 | -3.110000 | 848.000000 |
| Creaspac SPAC | 40 | -0.210000 | 3804.000000 | -30.000000 | -0.780000 | 3834.000000 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Byggmax Group | 33 | 0.070000 | 936.540000 | -30.460000 | -3.150000 | 966.999990 |
| Sagax B | 4 | -1.660000 | 853.600000 | -31.400000 | -3.550000 | 885.000000 |
| Addnode Group B | 7 | -1.580000 | 873.600000 | -31.400000 | -3.470000 | 904.999998 |
| Hoist Finance | 36 | 0.560000 | 977.400000 | -33.600000 | -3.320000 | 1010.999988 |
| Hexatronic Group | 15 | -1.350000 | 1030.500000 | -40.500000 | -3.780000 | 1071.000000 |
| Alimak Group | 12 | -0.620000 | 966.000000 | -41.000000 | -4.070000 | 1007.000004 |
| EQT | 4 | -2.590000 | 827.200000 | -45.800000 | -5.250000 | 873.000000 |
| Orrön Energy | 170 | -2.850000 | 1995.800000 | -50.200000 | -2.450000 | 2045.999980 |
| HEXPOL B | 8 | -3.990000 | 904.000000 | -53.000000 | -5.540000 | 957.000000 |
| Catena | 2 | -0.630000 | 751.600000 | -54.400000 | -6.750000 | 806.000000 |
| Platzer Fastigheter Holding B | 12 | -1.450000 | 895.200000 | -55.800000 | -5.870000 | 951.000000 |
| Hexagon B | 26 | -0.770000 | 3357.900000 | -62.100000 | -1.820000 | 3420.000012 |
| VEF | 788 | -0.170000 | 1809.250000 | -93.750000 | -4.930000 | 1903.000300 |
| Sedana Medical | 93 | 1.670000 | 2607.720000 | -375.860000 | -12.600000 | 2983.577733 |
| TOTAL | 43665.500000 | -1210.080000 | -6.41314% | 44875.578016 |
Updated:¶
'2023-06-21 10:40:19.324002'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
